Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
(Erstwhile Aditya Birla Sun Life Short Term Opportunities Fund - Growth - Regular Plan)
Fund House: Aditya Birla Sun Life Mutual Fund| Category: Debt: Short Duration |
| Launch Date: 09-05-2003 |
| Asset Class: Fixed Income |
| Benchmark: NIFTY Short Duration Debt Index B-II |
| TER: 1.01% As on (31-10-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 8,923.74 Cr As on 31-10-2024(Source:AMFI) |
| Turn over: - | Exit Load: Nil |
45.1516
0.01 (0.0328%)
7.22%
Benchmark: 8.32%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 3 YEAR SDL
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
10 Years 7 Months
19 Years 10 Months
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The fund seeks to generate higher returns with greater stability from a portfolio of debt and money market instruments with relatively low levels of interest rate risk.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 0.99 |
| Sharpe Ratio | 0.06 |
| Alpha | 3.54 |
| Beta | 1.74 |
| Yield to Maturity | 7.64 |
| Average Maturity | 3.84 |
PEER COMPARISON
Scheme Characteristics
Investment in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 1 year - 3 years.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
100.07%
